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U.S. Real Estate Sector Analysis

UpdatedJul 03, 2026
DataAggregated Company Financials
Companies269
  • 7D0.9%
  • 3M9.6%
  • 1Y10.4%
  • YTD11.2%

The Real Estate is pretty flat in the last 7 days, but Welltower has stood out, gaining 5.5%. As for the the longer term, the industry is up 10% over the past 12 months. Looking forward, earnings are forecast to grow by 8.2% annually.

Sector Valuation and Performance

Has the U.S. Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026US$1.7tUS$337.3bUS$38.7b30.9x43x4.9x
Sun, 31 May 2026US$1.6tUS$338.8bUS$38.9b29.8x41.9x4.8x
Tue, 28 Apr 2026US$1.6tUS$337.6bUS$35.1b27.8x46.4x4.8x
Thu, 26 Mar 2026US$1.5tUS$333.3bUS$35.1b27.3x42.9x4.5x
Sat, 21 Feb 2026US$1.6tUS$335.2bUS$33.8b30.2x47.4x4.8x
Mon, 19 Jan 2026US$1.6tUS$333.2bUS$32.5b29.9x48.4x4.7x
Wed, 17 Dec 2025US$1.5tUS$338.2bUS$32.8b28.8x46.5x4.5x
Fri, 14 Nov 2025US$1.5tUS$338.7bUS$32.7b28.6x47.1x4.5x
Sun, 12 Oct 2025US$1.5tUS$331.8bUS$31.0b27.7x48.4x4.5x
Tue, 09 Sep 2025US$1.6tUS$331.6bUS$30.9b29.7x50.3x4.7x
Thu, 07 Aug 2025US$1.5tUS$331.7bUS$31.0b28.8x48.6x4.5x
Sat, 05 Jul 2025US$1.5tUS$325.8bUS$29.9b29.9x50.2x4.6x
Mon, 02 Jun 2025US$1.5tUS$326.3bUS$29.9b28.9x50x4.6x
Wed, 30 Apr 2025US$1.5tUS$323.7bUS$28.2b29.1x52.3x4.6x
Fri, 28 Mar 2025US$1.5tUS$321.5bUS$29.0b29.9x52.6x4.7x
Sun, 23 Feb 2025US$1.6tUS$324.6bUS$27.3b31.6x57.8x4.9x
Tue, 21 Jan 2025US$1.5tUS$319.9bUS$27.4b31.9x56x4.8x
Thu, 19 Dec 2024US$1.6tUS$320.0bUS$27.4b31.7x57.7x4.9x
Sat, 16 Nov 2024US$1.6tUS$314.9bUS$27.3b34.2x57.6x5x
Mon, 14 Oct 2024US$1.6tUS$314.7bUS$26.7b33.3x60.4x5.1x
Wed, 11 Sep 2024US$1.6tUS$315.4bUS$27.1b33.9x59.4x5.1x
Fri, 09 Aug 2024US$1.5tUS$314.6bUS$27.7b32x54.5x4.8x
Sun, 07 Jul 2024US$1.4tUS$305.7bUS$27.1b30.8x51.4x4.5x
Tue, 04 Jun 2024US$1.4tUS$306.4bUS$27.5b31.1x50.7x4.5x
Thu, 02 May 2024US$1.3tUS$307.9bUS$28.6b29.7x46.4x4.3x
Sat, 30 Mar 2024US$1.4tUS$306.8bUS$27.9b31.1x51.3x4.7x
Mon, 26 Feb 2024US$1.4tUS$305.3bUS$27.4b29.1x51x4.6x
Wed, 24 Jan 2024US$1.5tUS$323.3bUS$26.7b30.9x55.2x4.6x
Fri, 22 Dec 2023US$1.5tUS$323.1bUS$26.5b31x56.2x4.6x
Sun, 19 Nov 2023US$1.4tUS$323.0bUS$26.5b28.4x51.3x4.2x
Tue, 17 Oct 2023US$1.3tUS$325.2bUS$31.5b26.5x41.6x4x
Thu, 14 Sep 2023US$1.4tUS$324.0bUS$31.7b28.3x43.5x4.3x
Sat, 12 Aug 2023US$1.4tUS$322.8bUS$31.5b29.9x45.2x4.4x
Mon, 10 Jul 2023US$1.4tUS$325.1bUS$34.4b24.5x40.9x4.3x
Price to Earnings Ratio

40.9x


Total Market Cap: US$1.4tTotal Earnings: US$34.4bTotal Revenue: US$325.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Real Estate Sector Price to Earnings3Y Average 50.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 43.0x which is lower than its 3-year average PE of 50.2x.
  • The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 4.0% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Real Estate sector?

US Market1.38%
Real Estate0.93%
Office REITs6.14%
Real Estate5.91%
Health Care REITs4.77%
Residential REITs3.77%
Retail REITs0.55%
REITS0.34%
Industrial REITs0.26%
Hotel and Resort REITs-3.41%
Specialized REITs-3.50%
Industry PE
  • Investors are most optimistic about the Health Care REITs industry even though it's trading below its 3-year average PE ratio of 348x.
    • Analysts are expecting annual earnings growth of 24.3%, which is lower than the prior year's growth of 30.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 0.6% per year.
  • In contrast, the Residential REITs industry is expected to see its earnings decline by 7.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WELL WelltowerUS$236.065.5%
+US$8.7b		54.5%PB3.8x
VTR VentasUS$92.525.8%
+US$2.5b		47.0%PB3.4x
CBRE CBRE GroupUS$141.585.2%
+US$2.0b		-1.1%PE31.6x
O Realty IncomeUS$63.842.9%
+US$1.7b		10.7%PB1.5x
PSA Public StorageUS$329.642.8%
+US$1.6b		11.2%PB11.9x

Latest News

CCI
US$76.60
Crown Castle
7D
-3.7%
1Y
-25.6%
O
US$63.84
Realty Income
7D
2.9%
1Y
10.7%
IRM
US$117.16
Iron Mountain
7D
-10.6%
1Y
16.4%
EQIX
US$1,002.02
Equinix
7D
-8.2%
1Y
27.3%
PLD
US$139.43
Prologis
7D
-0.8%
1Y
29.1%
DLR
US$173.30
Digital Realty Trust
7D
-9.9%
1Y
0.4%
WELL
US$236.06
Welltower
7D
5.5%
1Y
54.5%
PSA
US$329.64
Public Storage
7D
2.8%
1Y
11.2%
Seeking Alpha • Jul 01

Public Storage: Earn Up To 6% Yield On This Self-Storage King

Summary Public Storage demonstrates sector-leading scale, strong margins, and a fortress A-rated balance sheet in the self-storage REIT space. Recent results show stabilizing fundamentals: improved occupancy, lower churn, and better-than-expected move-in rents, supporting same-store NOI amidst normalization. The pending National Storage Affiliates acquisition is set to deepen Sunbelt exposure, deliver $120M in cost synergies, and drive 2–3% FFO/share accretion by year 3. PSA common shares are reasonably valued at 18.8x P/FFO; PSA-F preferred offers a 6.6% yield, trading at a 21% discount to par, and appears more attractive for income. Read the full article on Seeking Alpha
AMT
US$166.03
American Tower
7D
-1.6%
1Y
-25.1%
AVB
US$193.96
AvalonBay Communities
7D
4.2%
1Y
-4.3%
VTR
US$92.52
Ventas
7D
5.8%
1Y
47.0%
CBRE
US$141.58
CBRE Group
7D
5.2%
1Y
-1.1%
COMP
US$12.62
Compass
7D
14.2%
1Y
96.6%
Narrative Update • Jun 29

COMP: Antitrust Probe And Portal Battle Will Pressure Future Risk Reward

Analysts have trimmed their average price target on Compass by $1.16 to $9.00. This reflects updated assumptions for slower revenue growth, thinner profit margins, a higher discount rate, and a higher future P/E multiple, as recent research also weighs regulatory headlines and intensifying competition in online real estate portals.
JLL
US$327.46
Jones Lang LaSalle
7D
7.8%
1Y
25.6%
WY
US$23.79
Weyerhaeuser
7D
-7.6%
1Y
-10.0%
Narrative Update • Jun 25

WY: Buybacks And Margins Will Support Future Upside Potential

Analysts have modestly adjusted their price target for Weyerhaeuser to $31.18, reflecting updated views on the company’s discount rate, profit margin and forward P/E assumptions. What’s in the News for Weyerhaeuser Between January 1, 2026 and March 31, 2026, Weyerhaeuser repurchased 409,043 shares for US$10 million, representing 0.06% of its shares under an existing buyback program.
HST
US$23.35
Host Hotels & Resorts
7D
-6.5%
1Y
44.0%